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Sprott Physical Gold
PHYS

Overview Fund Activity

385 hedge funds and large institutions have $2.32B invested in Sprott Physical Gold in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.16%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
36
Increased
112
Reduced
98
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
$61.1M
2
QP
Quilter Plc
United Kingdom
$569M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$80.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.1M
5
PTC
Philadelphia Trust Company
Pennsylvania
$9.2M

Top Sellers

1
BCM
Bluefin Capital Management
New York
$34.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
$106M
3
WAM
Weiss Asset Management
Massachusetts
$1.76M
4
OFG
OTA Financial Group
New York
$0
5
JAM
Jupiter Asset Management
United Kingdom
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
326
Pacific Center for Financial Services
California
$135K +$135K +8,750 New
AAG
327
Armstrong Advisory Group
Massachusetts
$132K – – –
TWM
328
Tradition Wealth Management
Minnesota
$127K – – –
WWP
329
WR Wealth Planners
Missouri
$123K +$123K +7,985 New
CT
330
Cambridge Trust
Massachusetts
$110K +$110K +7,122 New
RTL
331
Red Tortoise LLC
Georgia
$105K – – –
HIA
332
Harbor Investment Advisory
Maryland
$94.2K -$29.4K -1,900 -24%
CBT
333
Central Bank & Trust
Kentucky
$93.4K – – –
SWM
334
Sugarloaf Wealth Management
Georgia
$92.8K – – –
CT
335
Colonial Trust
South Carolina
$88.4K -$84.7K -5,479 -49%
NSG
336
Nalls Sherbakoff Group
Tennessee
$81.3K +$81.3K +5,226 New
GI
337
Gradient Investments
Minnesota
$80.5K – – –
AF
338
Allworth Financial
California
$77.3K – – –
CTA
339
Colonial Trust Advisors
South Carolina
$77.3K – – –
AWM
340
Avior Wealth Management
Nebraska
$77.3K – – –
US Bancorp
341
US Bancorp
Minnesota
$67K – – –
PMFA
342
Plante Moran Financial Advisors
Michigan
$54.4K +$54.4K +3,521 New
RVM
343
Robinson Value Management
Texas
$54.1K -$7.73K -500 -13%
WT
344
Washington Trust
Rhode Island
$54K – – –
CHA
345
Carmichael Hill & Associates
Maryland
$50.7K – – –
GAG
346
Goodman Advisory Group
Massachusetts
$47.4K – – –
CFGS
347
Concourse Financial Group Securities
Alabama
$40.2K – – –
PA
348
Parallel Advisors
California
$36.7K – – –
RG
349
Retirement Group
California
$33K – – –
BWP
350
Baldwin Wealth Partners
Massachusetts
$26K – – –
12 13
14
15 16